USAAX vs. VUG
Compare and contrast key facts about USAA Growth Fund (USAAX) and Vanguard Growth ETF (VUG).
USAAX is managed by Victory Capital. It was launched on Apr 5, 1971. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USAAX or VUG.
Key characteristics
| USAAX | VUG | |
|---|---|---|
| YTD Return | 21.07% | 20.69% |
| 1Y Return | 32.58% | 32.80% |
| 3Y Return (Ann) | 7.23% | 8.01% |
| 5Y Return (Ann) | 15.80% | 18.06% |
| 10Y Return (Ann) | 13.70% | 15.11% |
| Sharpe Ratio | 1.76 | 1.77 |
| Daily Std Dev | 17.27% | 17.26% |
| Max Drawdown | -67.51% | -50.68% |
| Current Drawdown | -3.13% | -4.52% |
Correlation
The correlation between USAAX and VUG is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
USAAX vs. VUG - Performance Comparison
The year-to-date returns for both stocks are quite close, with USAAX having a 21.07% return and VUG slightly lower at 20.69%. Over the past 10 years, USAAX has underperformed VUG with an annualized return of 13.70%, while VUG has yielded a comparatively higher 15.11% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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USAAX vs. VUG - Expense Ratio Comparison
USAAX has a 0.84% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
USAAX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Growth Fund (USAAX) and Vanguard Growth ETF (VUG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
USAAX vs. VUG - Dividend Comparison
USAAX's dividend yield for the trailing twelve months is around 5.40%, more than VUG's 0.50% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USAAX USAA Growth Fund | 5.40% | 6.54% | 6.98% | 10.34% | 4.33% | 26.15% | 13.67% | 2.47% | 5.27% | 6.92% | 7.07% | 0.74% |
VUG Vanguard Growth ETF | 0.50% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Drawdowns
USAAX vs. VUG - Drawdown Comparison
The maximum USAAX drawdown since its inception was -67.51%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for USAAX and VUG. For additional features, visit the drawdowns tool.
Volatility
USAAX vs. VUG - Volatility Comparison
The current volatility for USAA Growth Fund (USAAX) is 4.95%, while Vanguard Growth ETF (VUG) has a volatility of 5.46%. This indicates that USAAX experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.